PO Report by Customer?

I appreciate you bringing this question to our attention, Scobee. I'll provide more information about the purchase order(PO) report.

Currently, the customer's purchase order report is unavailable in QuickBooks Online(QBO). Purchase orders are designed as vendor-centric documents.

While QuickBooks Online doesn't offer customer-specific purchase order reports, you can use the Estimate feature as a workaround. Estimates are customer-centric and can be customized to track items like purchase orders. This allows for customer-specific reporting and item tracking. Though not ideal, it's a practical solution until a dedicated customer PO report is developed.

Additionally, I'll be dropping this article to help you get insights about your business: Export your reports to Excel from QuickBooks Online.

Should you have any additional questions about PO reports, please don't hesitate to leave a reply below. Have a great day ahead!

Can you elaborate on using "the Estimate feature as a workaround". Assume I have zero business knowledge (I don't, I'm IT). We already create estimates. I don't understand how they can be used to "track purchase orders". The link you posted doesn't even mention POs. 

(Also, thanks for the quick response. Sorry I can't edit my previous comment)

Hello Scobee! Thanks for reaching back out. As my colleague mentioned, purchase orders are vendor-centric and therefore is unavailable. However, are you trying to send the customer an estimate and process it once the customer approves your estimate? Thus wanting to see what they need? If so you can use the Estimate by Customer report to track these transactions. If you are more looking for the sales side of things, you can run the Sales by Customer Summary or Detail report.

I will be looking forward to your response. Please let me know if you need further assistance. We are here to help.

Thanks for the response. This is the original description from the user:

"One of the reports I liked to view on the previous version of QB was a purchase order by job.
This would show all Purchases for individual jobs."

You can generate the Transaction List with Splits report, Scobee. Let’s collaborate to obtain this report.  

In the Reports menu, enter Transaction List with Splits in the search field and customize it to display all purchase orders assigned to a specific job. Follow the steps below to continue:

1. Go to the Reports menu.
2. In the search field, you can enter and click on Transaction List with Splits report.
3. Select the date range from the Report period.
4. Click the Rows/Columns, and select the Name in the Group by dropdown. Then, put a checkmark beside Customer, Posting, Amount, and Num.
5. Tap on the Customize button, then click Filter.
6. Put a checkmark beside the PO and Transaction Type box and choose Purchase Order.
7. Click Run report.
   

Then, export them to Excel to modify the data further. You can also memorize it, so you won't have to do the customization process. 

I'm also including a reference guide that will help you in adding and removing purchase orders to a transaction:  Add purchase orders to expenses, bills, or checks in QuickBooks Online. 

If you have any questions about running the purchase order report or have concerns about QuickBooks, please feel free to contact me. I am always available to assist you. Have a nice day.